Overview
Assets Under Management: $109 million
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 24
Average Client Assets: $2.3 million
Frequently Asked Questions
CAPSTONE WEALTH MANAGEMENT CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165359), CAPSTONE WEALTH MANAGEMENT CORP. is subject to fiduciary duty under federal law.
CAPSTONE WEALTH MANAGEMENT CORP. is headquartered in LAKELAND, FL.
CAPSTONE WEALTH MANAGEMENT CORP. serves 24 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CAPSTONE WEALTH MANAGEMENT CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CAPSTONE WEALTH MANAGEMENT CORP. manages $109 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CAPSTONE WEALTH MANAGEMENT CORP. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.07%
Average Client Assets: $2.3 million
Total Client Accounts: 364
Discretionary Accounts: 363
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 165359
Filing ID: 2050039
Last Filing Date: 2026-03-30 19:40:48